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Einsichten zu globale Themen 2019

Jedes Jahr überprüft das Global Equities-Team die Schlüsselthemen, von denen es glaubt, dass sie in verschiedenen Branchen einen signifikanten Wandel bewirken werden.

Heute glauben wir, dass die Themen in einer Zeit, in der sich die Weltwirtschaft in einem niedrigen Wachstumszyklus befindet, wichtiger denn je sind. Der IWF hat gerade seine globale Wachstumsprognose für 2019 von 3,5% auf 3% gesenkt. Es ist das niedrigste seit drei Jahren. In diesem Umfeld brauchen Unternehmen ihre eigenen langfristigen Wachstumstreiber.

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How the Alcon spin-off will change the Swiss market

Nicolas Bürki, analyst and portfolio manager at Mirabaud Asset Management, explains how the new big player will impact the SMI on CNNMoney Switzerland.

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Federal Reserves confirms its Ultra-Dovish Outlook

Flash Note by the Strategy Team

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Notes From the Road - South Africa

Neville Shaw, Portfolio Manager on Mirabaud’s Global Emerging Markets Equity Team, outlines some of his observations following a recent trip to South Africa.

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THE ECB EXTENDS ITS STIMULUS AS IT CUTS GROWTH FORECAST

Flash Note by the Strategy Team

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Weak European growth weighs on Adecco

Nicolas Bürki, analyst and portfolio manager at Mirabaud Asset Management, explains on CNN Money Switzerland why employment service giant Adecco is taking a hit on the stock market. Bürki also discusses why he’s cautious about Sunrise’s acquisition of UPC and what he expects from ABB’s new strategy.

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Why Swiss Banks are still suffering

Nicolas Bürki, Portfolio Manager and Analyst within Mirabaud Asset Management’s Swiss Equities team, exchanges with CNN Money Switzerland on the topic.

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Citywire Discovery Report - An outstanding year for Anu Narula

What makes these returns even more impressive is that despite making the most of last leg of the bull market, Anu Narula has so far avoided the worst of the recent falls

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Fixed Income Update

Andrew Lake, Head of Fixed Income at Mirabaud Asset Management, shares his views for the Fixed Income Market in 2019

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Emerging Market Equities - Review 2018

Daniel Tubbs, Head of Emerging Market Equities, shares his round up of 2018 and his outlook for the year ahead.

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UPDATE ON EMERGING MARKETS EQUITIES

Daniel Tubbs, Head of Emerging Market Equities for Mirabaud Asset Management, gives his latest insight into the asset class following the recent market volatility

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NOTES FROM THE ROAD

Charles Walsh, Portfolio Manager on Mirabaud’s Global Emerging Markets Equity team, outlines some of his observations following a recent trip to India

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THINK EQUITIES ARE VOLATILE? CONSIDER CONVERTIBLES!

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EMERGING MARKET EQUITIES QUARTERLY UPDATE

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EMERGING MARKET DEBT QUARTERLY UPDATE

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CITYWIRE DISCOVERY - A VERY REWARDING YEAR IN THE GLOBAL EQUITY SECTOR FOR ANU NARULA

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Anu Narula, Head of Global Equities at Mirabaud Asset Management, shares his approach to investing and reshaping his portfolios that allowed for a swift turnaround in performance with Citywire Wealth Manager

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